Capstone Investment Advisors
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Capstone Investment Advisors’s Royal Caribbean RCL Stock Holding History

Capstone Investment Advisors’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.02M Sell
14,600
-3,000
-17% -$893K 0.01% 462
2025
Q4 		$4.91M Sell
17,600
-6,300
-26% -$1.78M 0.01% 373
2025
Q3 		$7.73M Buy
23,900
+13,800
+137% +$4.61M 0.01% 363
2025
Q2 		$3.16M Sell
10,100
-22,700
-69% -$5.41M 0.01% 508
2025
Q1 		$6.74M Sell
32,800
-45,900
-58% -$10.8M 0.02% 385
2024
Q4 		$18.2M Buy
78,700
+20,000
+34% +$4.43M 0.04% 231
2024
Q3 		$10.4M Buy
58,700
+3,800
+7% +$616K 0.03% 295
2024
Q2 		$8.75M Buy
54,900
+5,400
+11% +$777K 0.03% 332
2024
Q1 		$6.88M Sell
49,500
-29,300
-37% -$3.66M 0.02% 346
2023
Q4 		$10.2M Buy
78,800
+38,800
+97% +$3.95M 0.03% 336
2023
Q3 		$3.69M Buy
40,000
+5,300
+15% +$531K 0.02% 517
2023
Q2 		$3.6M Buy
34,700
+5,100
+17% +$400K 0.02% 471
2023
Q1 		$1.93M Sell
29,600
-4,300
-13% -$284K 0.01% 612
2022
Q4 		$1.68M Sell
33,900
-44,900
-57% -$2.35M 0.01% 764
2022
Q3 		$2.99M Sell
78,800
-2,100
-3% -$85.1K 0.02% 584
2022
Q2 		$2.82M Sell
80,900
-75,400
-48% -$4.69M 0.01% 630
2022
Q1 		$13.1M Sell
156,300
-201,700
-56% -$15.9M 0.04% 366
2021
Q4 		$27.5M Buy
358,000
+29,900
+9% +$2.43M 0.05% 346
2021
Q3 		$29.2M Buy
328,100
+68,500
+26% +$5.54M 0.06% 312
2021
Q2 		$22.1M Buy
259,600
+45,600
+21% +$3.97M 0.05% 330
2021
Q1 		$18.3M Buy
214,000
+64,600
+43% +$5.12M 0.05% 317
2020
Q4 		$11.2M Buy
149,400
+63,700
+74% +$4.44M 0.04% 374
2020
Q3 		$5.55M Sell
85,700
-8,800
-9% -$518K 0.03% 490
2020
Q2 		$4.75M Buy
94,500
+22,300
+31% +$1.01M 0.03% 451
2020
Q1 		$2.32M Sell
72,200
-26,400
-27% -$2.41M 0.04% 472
2019
Q4 		$13.2M Buy
98,600
+24,900
+34% +$2.9M 0.07% 285
2019
Q3 		$7.98M Buy
73,700
+13,700
+23% +$1.51M 0.05% 327
2019
Q2 		$7.27M Sell
60,000
-30,300
-34% -$3.69M 0.05% 367
2019
Q1 		$10.3M Buy
90,300
+79,200
+714% +$9.01M 0.1% 205
2018
Q4 		$1.08M Buy
11,100
+4,400
+66% +$482K 0.01% 586
2018
Q3 		$871K Buy
+6,700
New +$785K 0.01% 639

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's RCL Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Royal Caribbean (RCL) stake by 77% in Q1 2026, selling an estimated $2.37M and leaving 2,390 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Capstone Investment Advisors first reported a position in RCL in Q2 2016 and has held it in 26 quarters since. The position peaked at $6.09M in Q4 2021. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Capstone Investment Advisors held 2,390 shares of Royal Caribbean worth $658K as of Q1 2026.
  • Capstone Investment Advisors sold 7,962 Royal Caribbean shares in Q1 2026, an estimated $2.37M.
  • Royal Caribbean made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1020 holding.
  • Capstone Investment Advisors first reported a position in Royal Caribbean in Q2 2016 and has held it in 26 quarters since.
  • Capstone Investment Advisors's Royal Caribbean position peaked at $6.09M in Q4 2021.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.